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TWIN SECURITIES, INC.

AUM: $224.33 M

13-F Portfolio Value: $201.20 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 97.52%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
K	KELLANOVA	22.57%	553,655	$45,410,783	125,350	29.27%	$82.02	13F
SPR	SPIRIT AEROSYSTEMS HLDGS INC	4.96%	258,381	$9,973,507	4,738	1.87%	$38.6	13F
MANU	MANCHESTER UTD PLC NEW	0.11%	14,763	$223,512	2,620	21.58%	$15.14	13F